Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,524 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $271 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
592
shares
|
$540,253
0.23% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
592
shares
|
$540,253
0.08% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
590
shares
|
$538,428
0.59% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
589
shares
|
$537,515
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
588
shares
|
$536,602
0.17% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
588
shares
|
$536,602
0.12% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
588
shares
|
$536,602
0.33% of portfolio
|
Q3 2025
Reduced 86.29%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
588
shares
|
$536,602
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Spg Advisors LLC
Kirkland, WA |
Nov 14, 2025 Q3 2025 |
588
shares
|
$536,602
6.26% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
587
shares
|
$535,690
0.23% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
587
shares
|
$535,690
0.31% of portfolio
|
Q1 2025
Reduced 38.53%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
587
shares
|
$535,690
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
586
shares
|
$534,777
0.18% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
585
shares
|
$533,865
0.07% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
585
shares
|
$533,865
0.32% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
585
shares
|
$533,865
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
583
shares
|
$532,039
0.18% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
583
shares
|
$532,039
0.13% of portfolio
|
Q3 2025
Reduced 53.21%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
583
shares
|
$532,039
0.2% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
583
shares
|
$532,039
0.13% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
583
shares
|
$532,039
0.13% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
582
shares
|
$531,127
0.18% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
581
shares
|
$530,214
0.45% of portfolio
|
Q3 2022
Reduced 11.43%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
581
shares
|
$530,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
581
shares
|
$530,214
0.18% of portfolio
|
Q3 2025
Reduced 4.44%
|
|